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Name Holding Trade Value Shares
Change
Change in
Stake
NAG
701
Northstar Advisory Group
New Jersey
$312K -$52.6K -856 -15%
LSIA
702
LaSalle St. Investment Advisors
Illinois
$311K +$291K +4,741 New
TP
703
Tranquility Partners
Tennessee
$311K +$4.24K +69 +1%
JF
704
Jump Financial
Illinois
$310K +$290K +4,717 New
Federated Hermes
705
Federated Hermes
Pennsylvania
$309K -$8.79K -143 -3%
AAM
706
Autus Asset Management
Arizona
$309K -$166K -2,700 -36%
MFWP
707
Mosaic Family Wealth Partners
Missouri
$307K +$287K +4,671 New
SCM
708
SevenOneSeven Capital Management
Pennsylvania
$305K +$285K +4,637 New
CCG
709
Chatham Capital Group
Georgia
$303K
QCM
710
Quantinno Capital Management
New York
$300K +$281K +4,572 New
NWM
711
NEIRG Wealth Management
Massachusetts
$299K -$125K -2,038 -31%
WT
712
Whittier Trust
California
$299K -$61.5K -1,000 -18%
MHR
713
Matthew Hamilton Rosenberg
$298K +$246 +4 +0.1%
PCA
714
Personal Capital Advisors
California
$298K +$279K +4,540 New
HCA
715
Heck Capital Advisors
Wisconsin
$296K +$4.12K +67 +2%
CA
716
Calton & Associates
Florida
$296K -$61 -1 -0%
SC
717
Searle & Co
Connecticut
$296K
WJWM
718
Williams Jones Wealth Management
New York
$296K +$277K +4,500 New
WMA
719
Wealth Management Associates
New Jersey
$295K -$179K -2,910 -39%
SFA
720
Sequoia Financial Advisors
Ohio
$294K +$275K +4,468 New
TWP
721
Tower Wealth Partners
Pennsylvania
$293K +$17K +276 +7%
TIM
722
Thompson Investment Management
Wisconsin
$290K
NC
723
NovaPoint Capital
Georgia
$289K
EM
724
ELCO Management
New York
$287K +$11.7K +190 +5%
1IA
725
1620 Investment Advisors
Massachusetts
$286K +$4.55K +74 +2%